Geremia Financial Services offers financial planning and investment management, allocating assets among individual stocks, exchange-traded funds (ETFs), and options. They tailor services to individual client needs, developing an investment plan based on goals and risk tolerance. The firm also sponsors the GFS Wrap Program, which provides investment management and brokerage transactions for a single annual fee.
Fee Structure
Geremia Financial Services offers investment management services through the GFS Wrap Program. The annual fee covers brokerage commissions, transaction fees, and other related costs. The specific fee is detailed in the GFS Wrap Fee Brochure. The firm may negotiate a lower fee based on factors like anticipated future assets or the amount of assets managed.